Insurance Account Rep & Client Growth Specialist

Ricky Pham - State Farm Agency Intern; Dallas (TX); On-site; USD 28,000 - 36,000; Part time

Benefits offered by this job

401(k)

Bonus based on performance

Paid time off

Profit sharing

Training & development

Wellness resources

Job summary

Ricky Pham - State Farm Agency Intern is seeking an Account Representative to support daily operations and grow the office through customer relations. The role focuses on proactively marketing relevant products and services to meet client needs while delivering engaging service.

You will grow your career by being attentive, sociable, and results-oriented, with opportunities to develop in a supportive team environment that emphasizes training and development.

Qualifications

• Experience in sales or customer-facing roles is preferred.
• Ability to build and manage customer relationships effectively.
• Interest in marketing products and services based on customer needs.
• Strong written and verbal communication skills.
• Dedicated to delivering excellent customer service.
• Able to anticipate and relate to customer needs.
• Property & Casualty license (desired).

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service including inquiries about product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationship management

Marketing mindset

Communication skills

Customer service oriented

Anticipate customer needs

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Paid time off
• Profit sharing
• Training & development
• Wellness resources

ROLE DESCRIPTION:

As an Account Representative - State Farm Agent Team Member for Ricky Pham - State Farm Agency Intern, you are vital to daily business operations and customers’ success. You help grow our office through meaningful customer relations, You improve the lives of State Farm customers by proactively marketing relevant products and services to help meet their needs.

Grow your career as you better your community. As an attentive, sociable, and results -minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

QUALIFICATIONS:

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Communication skills - written, verbal, and listening.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.
• Property & Casualty license.